Patrick Culhane

Patrick Culhane, CFA®, CFP®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The Central Florida Group of Truist Investment Services, Inc.

8226 North Wickham Road

Melbourne, FL 32940

Patrick.Culhane@Truist.com

Phone 321-676-1188

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About me

Background

Patrick Culhane is a Vice President and Financial Advisor and part of The Central Florida Group of Truist Investment Services, Inc. With over 10 years of financial services experience, he offers clients a family office approach that brings together specialists in investments, financial planning, insurance, and estate strategies. Patrick has earned the CERTIFIED FINANCIAL PLANNER® designation and is also Chartered Financial Analyst (CFA) designee.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s of Business Administration in Finance
University of Toledo 2007
Executive Certificate – Certified Financial Planner
Northwestern University 2016
Chartered Financial Analyst® (CFA®)
2020
Certified Financial Planner® (CFP®)
2016

Personal Interests

Originally from Ohio and a graduate of the University of Toledo with a degree in finance, Patrick has lived in Brevard County since 2007. He is active in the local community, serving on the board of directors of The Brevard Estate Planning Council and The Early Learning Coalition of Brevard. In his free time, Patrick enjoys spending time with his wife, Liz, and their three children.

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Forbes - Best-in-State Wealth Management Teams
2024
Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date

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